I'm a licensed Financial Advisor and have my Series 7 and Series 66 licenses. I studied at UC Davis and Sacramento State and hold a Bachelor of Science degree. I started going to school for Veterinary medicine and worked as a Registered Veterinary Technician while managing an animal hospital for about 8 years. My parents spent decades trying to convince me to join the financial industry. My dad had been an advisor for over 50 years, so they knew the business inside and out. But I was young and had to walk my own path.
That was years ago, and it turns out, they were right. I genuinely love what I do now. I actually look forward to coming into the office and sitting down with clients. The work feels meaningful in a way I didn't expect. Now I'm helping people build financial security that changes how they live for the rest if their lives and developing life long relationships with my clients.
My previous life in veterinary medicine was very valuable and taught me how to handle stressful situations calmly and explain complicated information simply and clearly. Those skills serve me well now. My clients tell me they appreciate how fast I respond and how straightforward I am when walking them through their options.
My focus is on wealth management, retirement planning, financial planning, and business planning. Because of my veterinary background, I particularly enjoy working with veterinarians and small business owners alike. My past experience has given me a unique insight to the challenges that business owners deal with. I understand the pressures and the financial challenges that come with it. What I find most interesting about this work is learning what matters most to each person. Everyone has different priorities and goals. Some want to retire early. Others want to grow a business or leave something for their kids. Figuring out what someone actually cares about helps me give advice that fits their real life, not some generic template.
My schedule outside work revolves around my family. My husband Brent and I have been married almost two decades. Our son Cian plays travel baseball, and our daughter Rhielle does All Star Cheer. Most evenings and weekends, I'm at a game, practice, or competition. I'm upfront with clients that I'm happy to meet outside normal hours, but it'll probably need to be over Zoom because I'm rarely home. The flexibility this job gives me to stay involved in their activities is something I don't take for granted.
When I'm not working or shuttling kids around, I love to read, cook, and stay active. I've always been interested and very involved in health and fitness. I also have two German Shepherds who work as service dogs, and I enjoy training with them whenever I get the chance. It keeps me focused and reminds me that good results come from patience and consistency, whether you're teaching a dog new commands or helping someone plan for retirement.